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Jeremy Ash

@Wealthbridge Investment Counsel Inc.

Latest period2024 - Q4ReportedManaged Assets$272.499MTotal holdings46
Assets growth rate-3.26%Assets growth rate (2-Q avg)2.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthbridge Investment Counsel Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Wealthbridge Investment Counsel Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 272.499M in assets, with a quarterly growth rate of -3.26% and a 2-quarter average growth rate of 2.25%. The portfolio is managed by Jeremy Ash, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FDXFedex
Recent Activity
3.31%
$9.007M
32,015 shares@ $281.34 avg price
MRKMerck
Recent Activity
Decreased -0.07%
3.12%
$8.487M
85,310 shares@ $99.49 avg price
CCitigroup
Recent Activity
2.94%
$8.006M
113,734 shares@ $70.4 avg price
VGKVanguard Ftse Europe Index
Recent Activity
Increased 0.7%
2.87%
$7.813M
123,105 shares@ $63.47 avg price
LHLabcorp Holdings
Recent Activity
2.87%
$7.803M
34,026 shares@ $229.33 avg price
MSFTMicrosoft
Recent Activity
Decreased -0.55%
2.77%
$7.525M
17,853 shares@ $421.5 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -0.38%
2.69%
$7.323M
64,743 shares@ $113.11 avg price
DISWalt Disney
Recent Activity
Decreased -0.15%
2.64%
$7.169M
64,386 shares@ $111.35 avg price
ABBVAbbvie
Recent Activity
Increased 1.37%
2.43%
$6.619M
37,246 shares@ $177.72 avg price
SBUXStarbucks
Recent Activity
Decreased -0.47%
2.41%
$6.567M
71,968 shares@ $91.25 avg price